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Lake Point Wealth Management’s ProShares Short 7-10 Year Treasury TBX Stock Holding History

Lake Point Wealth Management’s Portfolio TBX Stock Details TBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-26
Closed -$1K – 849
2018
Q4 		$1K Buy
+26
New +$762 ﹤0.01% 779

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Lake Point Wealth Management's TBX Position: Q1 2019 in Review

Lake Point Wealth Management sold out of ProShares Short 7-10 Year Treasury (TBX) in Q1 2019, closing a stake of 26 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in TBX in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 22 funds tracked by Wall St. Rank hold TBX as of Q1 2019.

  • Lake Point Wealth Management reported no remaining ProShares Short 7-10 Year Treasury position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 26 ProShares Short 7-10 Year Treasury shares in Q1 2019, an estimated $1K.
  • Lake Point Wealth Management first reported a position in ProShares Short 7-10 Year Treasury in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's ProShares Short 7-10 Year Treasury position peaked at $1K in Q4 2018.
  • 22 funds tracked by Wall St. Rank held ProShares Short 7-10 Year Treasury as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.